Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q2 2023. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR INTL EQTY .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.9K+ 5.86% |
$99.9K - $106K
|
52.3K
$1.01M
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.89K+ 2.4% |
$99.8K - $106K
|
124K
$2.38M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.87K+ 48.94% |
$99K - $105K
|
8.73K
$168K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.77K+ 9.26% |
$95.4K - $101K
|
32.6K
$629K
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.73K+ 1.06% |
$94K - $99.6K
|
261K
$5.03M
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.69K+ 0.94% |
$92.9K - $98.4K
|
290K
$5.59M
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.69K+ 3.01% |
$92.6K - $98.1K
|
91.9K
$1.77M
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.68K+ 18.75% |
$92.3K - $97.8K
|
16.9K
$327K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.61K+ 1.08% |
$89.8K - $95.2K
|
244K
$4.72M
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.48K+ 3.24% |
$85.4K - $90.5K
|
78.9K
$1.52M
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.46K+ 5.19% |
$84.9K - $90K
|
49.9K
$963K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.46K+ 10.58% |
$84.8K - $89.9K
|
25.7K
$496K
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.44K+ 11.3% |
$84.2K - $89.2K
|
24K
$464K
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
2.43K+ 6.08% |
$83.9K - $88.9K
|
42.4K
$818K
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.42K+ 6.26% |
$83.5K - $88.5K
|
41.1K
$793K
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.41K+ 8.35% |
$83.1K - $88.1K
|
31.3K
$603K
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.39K+ 3.82% |
$82.3K - $87.2K
|
64.8K
$1.25M
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.39K+ 9.81% |
$82.3K - $87.2K
|
26.7K
$515K
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2.32K+ 1.23% |
$80K - $84.7K
|
191K
$3.68M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.29KNew |
$79K - $83.7K
|
2.29K
$44.2K
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
2.25K+ 3.4% |
$77.7K - $82.3K
|
68.6K
$1.32M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.22K+ 6.19% |
$76.6K - $81.2K
|
38.1K
$735K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.19K+ 0.09% |
$75.5K - $80.1K
|
2.52M
$48.7M
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.17K+ 3.97% |
$74.7K - $79.2K
|
56.8K
$1.1M
|
|
Aug 01, 2023
Q2 2023
|
Kearns & Associates LLC
|
BUY
|
- |
2.13K+ 7.22% |
$73.5K - $77.9K
|
31.7K
$611K
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.12K+ 16.4% |
$72.9K - $77.3K
|
15K
$290K
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.1K+ 1.93% |
$72.4K - $76.8K
|
111K
$2.14M
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
2.1K+ 22.12% |
$72.3K - $76.6K
|
11.6K
$223K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.09K+ 3.86% |
$71.9K - $76.2K
|
56.1K
$1.08M
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.06KNew |
$71.1K - $75.3K
|
2.06K
$39.8K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.06K+ 0.23% |
$71K - $75.3K
|
906K
$17.5M
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.98K+ 0.48% |
$68.2K - $72.2K
|
412K
$7.95M
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.93K+ 0.51% |
$66.5K - $70.5K
|
379K
$7.32M
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.87K+ 0.85% |
$64.6K - $68.5K
|
223K
$4.29M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.87KNew |
$64.3K - $68.2K
|
1.87K
$36K
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 3.98% |
$63.2K - $67K
|
47.9K
$924K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.83K+ 16.46% |
$63.2K - $66.9K
|
13K
$250K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 7.45% |
$63.1K - $66.9K
|
26.4K
$509K
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.81K+ 3.31% |
$62.4K - $66.1K
|
56.4K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.8K+ 5.11% |
$62K - $65.7K
|
36.9K
$712K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.64K+ 0.61% |
$56.5K - $59.9K
|
271K
$5.23M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.62K+ 10.85% |
$56K - $59.3K
|
16.6K
$320K
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.62K+ 2.09% |
$55.8K - $59.1K
|
78.9K
$1.52M
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.61K+ 4.34% |
$55.6K - $58.9K
|
38.7K
$747K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.58K+ 4.61% |
$54.4K - $57.6K
|
35.8K
$691K
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.57K+ 27.36% |
$54.3K - $57.5K
|
7.33K
$141K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.56K+ 24.12% |
$53.8K - $57K
|
8.03K
$155K
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.49K+ 10.99% |
$51.5K - $54.6K
|
15.1K
$291K
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 3.22% |
$47.5K - $50.4K
|
44.2K
$853K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.36K+ 2.29% |
$46.8K - $49.6K
|
60.5K
$1.17M
|